Client Services I - Apex Systems

Job#: 2057650

Job Description:

If you are interested in the below position, please apply and send your updated resume to technical recruiter, Madison Sylvia at [email protected]. Thank you!
Job Title: Client Services / Admin Assistant
Pay Rate: $20/hr.
Job Description: This role will assist multiple Operations teams who support Investment Management, Banking and Loan products though out the life of an account. The functional work performed supports processes related to Account Openings, KYC, Securities Processing, Various Cash Activities, Fees, Tax, Mortgage and Loan Origination/Advances/Payments, Deposits, Accounting, Reconciliations, Records Management and Account Closings.
Key responsibilities include:
• Data entry and review of sensitive client information across multiple systems and processes
• Document management including scanning, filing, vault maintenance
• Processing of incoming and outgoing mail which includes checks, proxies, loan documentation, statements and various client communications.
• Various project support tasks
Skills Required:
• Strong attention to detail with ability to process critical data accurately and timely.
• Excellent client service skills using both written and oral communication
• Experienced user of Microsoft Office products.
• High organizational ability while being able to prioritize multiple tasks in a changing environment.
• Ability to work in a fast-paced, deadline-driven environment with a sense of urgency.
• Ability to work independently and in a team setting.

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.